We serve our clients as a single-source contact. That means you will not be dealing with various people from different departments, but will be working with one local, dedicated team whose only goal is to meet your needs with timely and efficient service. Most of our representatives — advisors and support staff alike — have attained one or more professional designations such as Chartered Retirement Plans SpecialistSM, CRPS®; Chartered Retirement Planning CounselorSM, CRPC®; or Chartered Financial Consultant®, ChFC®.

Licensed individuals listed are Registered Representatives with Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, an independent broker dealer. Check the background of these investment professionals on FINRA's BrokerCheck.


JS

Email Jed

 

Jed Schlanger, CRPS®, President, TCC, Branch Manager, RJFS, along with Laura Schwartz, founded The Commerce Company in 1995. A graduate of the University of Oregon, he began his career in the financial services industry in 1982.

A Chartered Retirement Plan SpecialistSM designee, Registered Investment Advisor Representative, and Raymond James Registered Principal, Mr. Schlanger is Series 7, 8, 24, 63, 65 and insurance licensed.

Jed enjoys spending quality time with his wife and two children, and has a true passion for helping people achieve their retirement goals.

 


CC

Email Cole

 

Cole Chase, ChFC®, Chartered Financial Consultant®, joined The Commerce Company in 2005 and has served Pacific Northwest business owners since 1995.

A graduate of the University of Oregon, Mr. Chase is a Chartered Financial Consultant® and Registered Investment Advisor Representative. He is Series 6, 7, 63, 65 and insurance licensed.

He spends his leisure time with his wife and two children. Cole enjoys basketball, white water rafting, playing lacrosse with his kids, and traveling.

 

 


EW

Email Erin

 

Erin Jones, CRPS®, Retirement Plan Director, TCC, Registered Associate, RJFS, joined The Commerce Company in 2007, and manages our retirement plan administration and transition department. She is a graduate of Champlain College in Burlington, Vermont, where she earned a Bachelor of Science degree in Business Administration.

A Chartered Retirement Plan SpecialistSM designee and Registered Investment Advisor Representative, Ms. Jones is Series 7 and 66 licensed.

Erin enjoys spending time with her husband, friends, and dog, Anchovy. Her interests include travel, photography, art, food, animal and environmental welfare, and exploring our world.

 


AG

Email Amanda

Amanda Birdsall, CRPS®, Retirement & Marketing Manager, Registered Associate, RJFS, joined The Commerce Company in 2008 and assists retirement plan sponsors and participants. She earned her Bachelor’s from The Evergreen State College in Olympia, Washington and has worked in the financial services industry since 2003.

A Chartered Retirement Plan SpecialistSM designee and Registered Investment Advisor Representative, Ms. Birdsall is Series 7 and 66 licensed.

Amanda spends her free time with family, friends, and her dog, Delta. She also enjoys bicycling and gardening, and tries to stay active in her local community.

     
     

JC

Email Joe

 

Joe Curiel, Financial Advisor, RJFS, joined Raymond James in 2003. A graduate of both Tacoma Community College and the University of Washington, he majored in Chemical Engineering. He worked with Procter & Gamble after graduation as a Product Development Engineer. In 1978 he began his financial services career at one of the nation's top investment firms.

Mr. Curiel is Series 7 and 63 licensed. His investment management style emphasizes taking the least amount of risk to achieve reasonable returns. This approach focuses on fundamental value measurements such as yield, PE ratios, and book values to determine asset allocations.

Joe lives on Vashon Island in Washington State where he enjoys the outdoors. His hobbies include vegetable gardening, fishing, hiking, and raising goats and chickens.

     

JN

Email John

 

John Nelson, CRPS®, Vice President, TCC, Investment Executive, RJFS, joined The Commerce Company in 2003. Since 1985, he has worked in the financial services industry advising businesses and individuals.

A Chartered Retirement Plan SpecialistSM designee and Registered Investment Advisor Representative, Mr. Nelson is Series 7, 63, 65 and insurance licensed.

In addition to spending time with his wife and two children, John enjoys gardening, carpentry, and visiting the Pacific Northwest’s beautiful parks and recreation areas.

     

BE

Email Bob

 

Bob Ehlen, CRPC®, Vice President, TCC, Investment Executive, RJFS, began his career in the financial services industry in New York in 1987. He joined The Commerce Company in 2011 and focuses on retirement plan design and consultation for small‐to‐mid sized businesses.

A Chartered Retirement Planning CounselorSM and Registered Investment Advisor Representative, Mr. Ehlen is Series 7, 63, 65 and insurance licensed.

Bob is a native of Minnesota and graduated from St. John’s University with a degree in chemistry. He spent his junior year of college studying at Jochi University in Tokyo and is proficient in Japanese. In 1996, he and his family moved to Portland, where they enjoy the perfect blend of city life and the outdoors.

     
     


Ty Garo

Email Ty

 

Ty A. Garo, Financial Advisor, RJFS, began his career in the financial services industry in 2007 after graduating from Southern Oregon University with a Bachelor of Science degree in Economics & Finance. In 2010 he joined The Commerce Company.

A Registered Investment Advisor Representative, Mr. Garo is Series 66, 7, and insurance licensed.

Ty enjoys traveling with his wife Heather and their children, visiting Seattle to watch the Seahawks, snowboarding, water sports, and golf.  He also enjoys aviation and is certified to fly ultralights.

     

CD

Email Chaney

 

Chaney Darlington, Financial Advisor, RJFS, graduated from the University of Washington in 1987 with a bachelor’s degree in mechanical engineering.  In 2003, he joined Raymond James.

Mr. Darlington is Series 7 and 66 licensed.

Chaney loves spending time with his family.  He also enjoys skiing, boating and contributing his time and talents with a local nonprofit community orchestra.

 


Carrie

Email Carrie

 

Carrie Forbish, Administrative Representative, joined The Commerce Company in 2012. She assists our participants and investors, as well as supporting various departments with event coordination, research and report preparation.

A native Oregonian, Carrie earned her Bachelor of Science and Master of Education degrees from Portland State University. Prior to joining The Commerce Company, she worked for a local insurance brokerage firm as an Administrative Assistant and Licensing Specialist.

Carrie enjoys spending time with her family and friends, especially her two young children. Most weekends she can be found enjoying the zoo and local museums, hiking, camping, or simply exploring the great outdoors.

 


Email Marcia

 

Marcia Eschbach, Participant Services Representative, joined The Commerce Company in March of 2016. She guides participants through questions, forms, and inquiries pertaining to their retirement plans.

Ms. Eschbach is currently working on obtaining a degree from Portland State University in Business Management with a focus in Human Resources. Prior to joining The Commerce Company, she worked for over 6 years within the banking industry.

Marcia enjoys spending her time with family. They love traveling, camping near the beach, and trying out new things to always stay active.

 


TR

Email Tony

 

Tony Raugust, Financial Advisor, RJFS, joined Raymond James in 2003. A graduate of the University of Washington, he started working in the financial services industry in 1991.

Mr. Raugust is Series 7, 63, and 65 licensed.

A native of the Pacific Northwest, Tony resides on Washington’s beautiful Vashon Island. His hobbies include cooking, gardening, and tending to the goats and chickens on his farm. He studies viticulture recreationally and enjoys tending to his vineyard.

     

PH

Email Patti

 

Patti Heikel, Financial Representative, RJFS, joined Raymond James in 2003. She graduated from Washington State University in 1973 with a Bachelor of Arts degree in Parks and Recreation. Her career in the financial services industry began in 1984.

Ms. Heikel is Series 7 and 63 licensed.

Patti enjoys the peace and beauty of living on Washington’s Hood Canal. Photography, travel, and power & sail boating are other interests she enjoys.

     

LS

Email Laura

 

Laura Schwartz, Executive Vice President and Operations Manager, TCC, Registered Associate,RJFS,co‐founded The Commerce Company with Jed Schlanger in 1995. With experience in the financial services industry since 1990, her background also includes 10 years of marketing and sales for high‐tech companies.

Ms. Schwartz is Series 7 and 63 licensed.

Laura shares her life with her husband and her Airedale, Cate, and loves experimenting in the kitchen, hiking and gardening.

 


CS

Email Cate

 

 

Cate was born on January 1st, 2011 and joined our team at the age of 12 weeks as our Cuteness Control Administrator.

Cate loves meeting new people. She also enjoys digging, chewing, tug of war, and most importantly, chasing squirrels!

View Cousin Wyatt's blog
View more pictures of Airedales


 

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Employment history and professional details for financial advisors can be found on FINRA's BrokerCheck website.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

CHARTERED RETIREMENT PLANS SPECIALISTSM, CRPS®, CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC® are registered service marks of the College for Financial Planning®. Chartered Financial Consultant® and ChFC® are registered service marks of The American College of Financial Services. Links are being provided for information purposes only. Raymond James in not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/'or members.

5440 SW Westgate Drive, Suite 110, Portland, Oregon 97221
phone 503.203.8585 toll free 800.203.8510 fax 503.203.8590 email thecommco@thecommco.com